Financial Advisor & Investment Links

Clearview Wealth Management, is a fee-only Registered Investment Advisor firm in Charlotte, NC.  We have provided these additional links as a resource.  We do not necessarily endorse these third party websites, but make them available to you.  Please use your discretion when visiting other websites and before purchasing any services from them.

Find an Advisor – Independent Fee-Only Financial Advisor Firms

National Association of Personal Financial Advisors (http://www.napfa.org)

Other NAPFA Fee-Only Financial Advisors around the country

Alabama

Fee-Only Certified Financial Advisor in Huntsville, Gadsden, Tuscaloosa and Birmingham. Longview Financial Advisors, Inc. has a team of CERTIFIED FINANCIAL PLANNER professionals that specialize in comprehensive, fee-only financial planning, business, retirement, estate planning and investment management.

Arizona

California

  • Fee Only Financial Planners in Orange, CA – TABR. Our distinctive approach ensures that you will have a comprehensive financial strategy to address every element of your financial life, from management of your investments and portfolio to assessment of your financial and insurance risk.
  • Fee Only CERTIFIED FINANCIAL PLANNER in Mountainview, CA – Wealth Coach Fern is a financial planner, coach, and enrolled agent.
  • San Diego Fee Only Financial Advisor and Investment Management Blue Water Capital Management, LLC is a CERTIFIED FINANCIAL PLANNER (CFP) independent Fee-Only financial planning firm which fully acknowledges their fiduciary responsibility in working with clients and helping them lead more financially secure lives.
  • Los Altos NAPFA-registered fee-only investment advisory and financial planning firm Mayflower Capital provides an independent professional alternative to commissioned planners and traditional stockbrokers by offering fee only financial planning and independent investment advice.
  • Reh Wealth Advisors LLC and Investwithsteve.com is a fee only firm founded by Stephen Reh CFA, MBA, CFP® to help business owners, corporate executives, retirees, and families reach their financial goals. Steve is local to the San Gabriel Valley serving La Verne, San Dimas, Claremont, and Glendora.
  • Fee Only CFP Financial Advisors in Menlo Park, CA – Investors Capital Management, LLC is a NAPFA registered financial advisor firm in Menlo Park. We understand that achieving goals requires discipline and balance. As your financial partner, we combine smart asset management with personalized financial planning to create your plan. This allows you to focus on the things you love while building your financial confidence for moving forward.
  • Fee Only Financial Advisor in San Francisco. Satori Financial is a boutique fee-only financial advisory firm based in San Francisco and works with clients along the tech corridor from Seattle to Silicon Valley. The Firm offers objective financial planning and investment management, with a special emphasis on reinvention.
  • Young Wealth Management
  • Qubera Wealth Management is a fee-only Financial Planning and Investment Management firm in Los Angeles, California</a>. Nirav Desai is the founder and financial planner helping physicians and digital media professionals  plan for a better tomorrow.
  • Fee Only Financial Planner for Doctors – Encino. ACap Asset Management is a Fee-Only boutique wealth management firm in Los Angeles, CA. We provide comprehensive, unbiased financial advice specifically tailored for healthcare professionals, including doctors, dentists, nurses, veterinarians, medical sales representatives, and anyone within the healthcare industry.
  • Fee Only Financial Advisors – PORTNOFF FINANCIAL LLC. An Independent Fee-for-Service Registered Investment Advisor offering Comprehensive Financial Planning and Investment Management services to individuals and families nationwide who value independent and professional financial advice.

Colorado

Florida

Illinois

  • Independent Fee Only Financial Advisor in Chicago. We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.
  • Fee Only Financial Advisors in Orland Park, IL. In short, you want someone who’s on your side. As founder of Quinn Financial Planning, LLC, I answer only to you – not brokers, dealers or mutual funds. I’m here to provide you with conflict-free financial solutions, specifically designed to your long-term strategy: saving for college, keeping your retirement secure, preserving your estate, or simply pursuing what you enjoy most in life.
  • Financial Planning Advisors in Elmhurst, IL. Mentor Capital has successfully managed client investments for more than 20 years. With more than $60 million under management, we have the experience and the expertise to help you minimize risk and enhance returns.
  • Johnston Investment Counsel With Caterpillar in our home town, we serve clients in Peoria, Illinois, central Illinois, nationally, and internationally. JIC combines an integrated/comprehensive financial planning approach with an employee-owned, independent and fee-only organization that is a member of NAPFA. We hold the following professional designations:  Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF) and have 25+ years of experience.

Louisiana

  • Lafayette Louisiana Financial Advisor – Broussard Financial Group is is an independent NAPFA registered Fee-Only financial planning and wealth management firm dedicated to providing personalized advice to pre-retirees, business owners and widows in and around the Acadiana area of Louisiana since 1982.
  • Fiduciary Financial Planners in Covington, LA – My PFA. Personal Financial Advisors, LLC – We provide planning and wealth management services to individuals and families who demand the objective, unbiased advice that can be so difficult to find. We look forward to serving you from our offices in Covington, Louisiana
  • Financial Advisors in New Orleans, Metairie, Baton Rouge – Ferro FinancialFerro Financial, LLC, is a fee-only financial planning and investment advisory firm with offices in the Greater New Orleans area and Baton Rouge, LA.   We believe our most valuable asset is our client relationships.

Maine

  • Portland Financial Planning Group (Portland, ME) – Independent fee-only financial planners in Portland, ME  Our Maine-based firm has provided comprehensive fee-only financial planning services to professionals, retirees, and their families since 1998. We use an integrated approach, addressing the unique elements of each client’s financial circumstance and crafting practical solutions in a collaborative relationship built on trust and respect.

Massachusetts

Michigan

Minnesota

Mississippi

Nevada

  • Financial Planning Advisors in Las Vegas. Finacuity is a fee only independent registered investment advisory firm in Las Vegas specializing in comprehensive wealth management and financial planning services for Clark County PERS participants.

New Hampshire

  • Fee Only Financial Advisors in Portsmouth, NH. Azimuth Financial Planning (AFP) is an independent Fee-Only Financial Planning and Investment Management firm based in Portsmouth, New Hampshire. The firm’s name, Azimuth (az·i·muth), is based on the navigational term meaning the way, or compass bearing. This symbolizes what the firm does; simply stated, we help you find your financial bearing.

New Jersey

New York

Ohio

  • Cincinnati, OH Fee Only CERTIFIED FINANCIAL PLANNER – Financial Advisor – Investment Advisor Ritter Daniher Financial Advisory, LLC is a fee only, comprehensive wealth management firm offering retirement planning, investment management and financial planning to clients in Cincinnati and nationwide.
  • Fee Only Financial Advisors in Columbus Ohio – rebel Financial. rebel Financial is an independent, fee-only Registered Investment Advisor (RIA) that was created to serve our clients’ best interests first. We work hard to reduce bureaucracy, increase efficiency, stay at the cutting edge of technology, limit conflicts of interest, innovate unceasingly to improve, and strive to find ever more ways to add more value to our clients. In these ways, we do rebel against the ordinary and proudly stand apart from the majority of the financial industry.
  • Canton Ohio Fee Only Financial Advisor and Investment Management. Justin Rush, founder of JGR Financial Solutions, provides fee only financial planning and investment management solutions to professionals, executives, and educators. A CFP® professional and member of NAPFA, Justin Rush provides objective financial advice related to income tax, estate, investment, insurance, college, retirement, and cash flow planning. In addition to serving clients in North Canton, Canton, Akron, Cleveland, and Youngstown Ohio, he meets remotely with many clients across the country.
  • Total Wealth Planning is a small boutique wealth management firm in Cincinnati, Ohio that provides objective guidance to clients on their financial concerns, as well as solutions to reach their lifetime goals using a comprehensive wealth planning approach tailored to multi-generational families, business owners and corporate executives.

Oklahoma

  • Fee Only Holistic Financial Planning in Tulsa and Broken Arrow, Oklahoma Step By Step Financial, LLC provides fee-only personalized financial guidance to married couples prior to and into their retirement years.  A recognized CERTIFIED FINANCIAL PLANNER Professional and IRS Enrolled Agent, owner Kevin Jacogs has been in the financial services industry since 2005, and has always made it his number one priority to focus on what will most benefit his clients.  Step By Step Financial LLC serves clients from Tulsa, Broken Arrow, Owasso, Bixby, Cowesta, Catoosa, Jenks, Muskogee and Oklahoma City.

Oregon

Pennsylvania

Tennessee

Texas

  • Austin Fee Only Financial Planner – Advisor – We offer personalized financial planning and ongoing asset management.   There are no account minimums as we believe that everyone has the right to competent, affordable, and professional advice regardless of their net worth or investable assets.
  • Fee Only Fiduciary Financial Advisor in Lubbock, TX -Trinity Wealth Management. Clients benefit from Brent’s knowledge of issues that trouble many who populate the Gen X and Gen Y communities. He also extends his passion for charitable estate planning to those who desire to leave a lasting legacy. Brent’s goal as a financial planner is to help his clients plan for a better tomorrow.
  • Fee Only Financial Planner in Plano, TX – Strategic Financial Planning. Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management. We use a financial planning process that systematically and objectively defines challenges and offers solutions.
  • Greater Dallas Area Christian Financial Planner
    Frisco Financial Planning LLC is a financial planning firm and registered Investment Adviser located in Frisco, Texas. Offering objective financial planning and investment strategies on a fee-only basis from a Christian Worldview perspective. Serving Frisco, McKinney, Allen, Dallas, Fort Worth, Texas, and clients Nationwide since 2004.

Utah

Virginia

  • CFP Fee Only Financial Advisor, Wealth Manager, and Divorce Financial Planning Analyst in Leesburg, VA. American Capital Planning LLC, Bonnie A. Sewell, CFP®,  CDFA™,  AIF®, based in Leesburg, VA, serving clients across the country, we are a Fee-only, Flat Fee, & Fiduciary woman owned wealth management shop serving clients three ways:  traditional wealth management, divorce financial planning, and for those with less complicated needs, our LAUNCH program.   We look forward to serving you.
  • Fee-Only Wealth Management, Investment Management, and Financial Planning in Richmond VA Summit Financial Planning in Richmond, VA specializes in asset and wealth management for individuals and corporations, and because we are a fee-only firm, our clients will never pay us commissions of any kind.
  • Fee Only Fiduciary Financial Advisors in Onancock, VA – Financial Solutions provides intelligent wealth management services, truly objective advice, and comprehensive or modular financial planning.  Our goals are to provide outstanding service and to give you objective advice to help you reach your goals and find peace of mind.    We are confidential, competent, comprehensive, fee-only, client-centered and offer complete disclosure of fees and potential conflicts of interest.
  • Fee Only Financial Advisor in Newport News, VA. If you are looking for objective financial planning or investment advice from a trusted advisor with a broad range of expertise, you are in the right place. We are a fee-only financial planning firm that has adopted the Code of Ethics of the National Association of Personal Financial Planners. While some firms offer advice as a benefit for buying their products (insurance or financial), we offer advice, period.

Washington

Wisconsin